{"id":3463001,"url":"https://alion.io/job/bartlett-website-wealth-management-co-op-2027","title":"Wealth Management Co-op 2027","company":{"id":2124910,"name":"Bartlett Website","domain":"bartlett1898.com","url":"https://alion.io/company/bartlett1898","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":null},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"contractor","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Cincinnati, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":56000,"max_usd":144000,"period":"year","method":"role_country_seniority_unknown","sample_n":12606},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-29T14:34:53Z","employer_posted_date":"2026-10-29","last_verified_at":"2026-11-02T07:14:14Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Summary\nThe Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and client-facing sides of the wealth management business. The ideal associate will have an interest in pursuing a career in the investment advisory/wealth management industry.\nResponsibilities\nFinancial Planning Duties:\nCollaborate with financial planners to assess financial situations and input information into eMoney software, including account statements and holdings.\nOrganize and summarize living expense data from clients. \n Assist with eMoney support / connecting accounts.\n Track completion plan rate of each team member and provide analytics to aid results.\nAssist with Required Minimum Distribution (RMD)/ Inherited RMD tracking.\nPrepare client friendly financial reports.\n When appropriate, attend client meetings in a learning capacity.\nParticipate on calls with outside mutual fund managers.\nResearch and other miscellaneous projects. \nInvestment Duties:\nCoordinate and obtain information from call reports, review of prior plan, and acquire missing information and items needed from the client.\n Produce the corporate bond buy list two to three days per week. \nUpdate and maintain equity summary holding document.\nAssist wealth advisors with preparation of Strategic Asset Allocation Committee meeting materials.\nAssist Market Charts Committee to prepare investment and economic information for client meetings.\nAttend weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other department or firm meetings in a learning capacity.\nSummarize and create weekly Investment meeting recap report to all advisor groups.\nResearch and conduct due diligence of Environmental, Social, and Corporate Governance (ESG) holdings.\nRequirements\nPursuing a bachelor’s degree in a related field (Finance, Economics, other applicable business degree, etc.).\nComputer literate with a strong aptitude and proficiency in technology solutions, including but not limited to, Microsoft Office applications.\nAbility to work independently and as part of a team to complete tasks in a timely and efficient manner, while maintaining accuracy and attention to detail.\nAbility to maintain focus while juggling multiple tasks and priorities from multiple people. Ability to manage time and meet deadlines. \nAbility to organize responsibilities and determine priorities in a changing work environment.\nAbility to communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment. \nExperience working with Bloomberg, Morningstar, eMoney and/or wealth management systems is a plus. \nPlease note: We do not offer company-sponsored housing or relocation for this internship.","description_format":"text","description_chars":2946,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":true,"industries":["Wealth Management & Financial Advisors","Financial Services","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-29T14:34:53Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":3,"expected_fill_days":28,"reasons":["conf:3","win:early"],"computed_at":"2026-11-02T06:13:15Z"},"pay":null,"html_url":"https://alion.io/job/bartlett-website-wealth-management-co-op-2027","json_url":"https://alion.io/job/bartlett-website-wealth-management-co-op-2027.json","meta":{"generated_at":"2026-11-02T09:35:04Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":13451,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-03T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2124910},"rest":"https://alion.io/mcp/rest/get_company?id=2124910"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbartlett-website-wealth-management-co-op-2027"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbartlett-website-wealth-management-co-op-2027"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbartlett-website-wealth-management-co-op-2027"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/bartlett-website-wealth-management-co-op-2027\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbartlett-website-wealth-management-co-op-2027"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3463001}},{"tool":"search_jobs","arguments":{"company":"bartlett1898.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3463001},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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